Somewhere out there, AI is hosting a podcast about lawns. It has no lawn, it has never mowed anything, and it’s one of thousands of synthetic shows flooding podcast feeds every week, because content turns out to be very cheap

Firm recognized for its Concierge Succession Planning model, built to protect legacy, culture, and growth long after a deal closes Beyond AUM, a full-service marketing, growth, and M&A advisory firm serving financial services firms nationwide, has been named a Finalist

GEO for financial advisors isn’t a new strategy. It’s another return on the work strong RIA firms have been doing for years. The advisors showing up in AI-generated answers didn’t suddenly overhaul their marketing when ChatGPT arrived. They had already

Let’s face it: M&A is big news in our industry. It’s hard to go more than a few days at a time without seeing in an industry periodical or one of your social media feeds that Firm A has been

Marketing your practice to women is different than pitching it to men, and advisors must know the differences if they are to succeed, a panel of women said at the Invest In Women conference. Women Aren’t One Audience Women are

It’s not counterintuitive or selfish — unprofitable firms forced to close their doors can’t serve clients. At first, the title of this article might seem like an impossible contradiction. After all, it is a dictum in the RIA space that